Name: MeridianLink Engage
Author: MeridianLink

Customer Identity and Access Management (CIAM)

Help Desk

Web and Video Conferencing

Customer Support

Java Technologies

JavaScript Frameworks

Software Configuration Management

Development

Business Intelligence (BI)

Collaboration

Dropshipping

Email Spam Filter

Enterprise Generative AI

Intellectual Property (IP) Management

Supply Chain Visibility

Traceability

Whistleblowing

Enterprise

Accounting

Financial Research

Payment Hubs

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Engagement

HR Management

Leave Management

Payroll

Recruitment Agency

Talent Intelligence

Talent Management

Video Interview

Workforce Analytics

Workforce Management

Human Resources

Cloud Migration

Cloud Storage

Content Delivery Networks (CDN)

Data Center Power

Data Recovery Service

Database Management

Disk Based Backup

Encryption Key Management

Enterprise Service Bus

Fraud Detection

Integration Platform as a Service (iPaaS)

Mobile Data Security

Network Performance Monitoring

Non-Relational Databases

Product Implementation Services

Test Management

Testing Services

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Appointment Scheduling

Competitive Intelligence

Content Management

Customer Data

Email Marketing

Enterprise Marketing Management

Marketing Automation

Social Media Management

Survey & Forms Building

Virtual Event

Web Analytics

Wholesale Marketplace

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales

Video Surveillance

Security

Digital Forensics

Donor Management

InsurTech

Insurance Claims Management

Insurance Policy Administration Systems

Insurance Suites

Pharmacy

Public Transportation

Rental Property Management

Vertical-Specific

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MeridianLink's Engage helps financial Institutions with a consumer lending, account, and card marketing automation solution. Engage creates an enhanced profile of customers and helps users more efficiently target the audience with customized, relevant communications, and measure the impact to the bottom line.

Act-On is an adaptive marketing platform designed to drive personal and purposeful multi-channel marketing. Its foci are inbound and outbound marketing, for enabling a tighter alignment with sales and turning data into actionable insights.

Professional

Business

Starter

MeridianLink Engage

70% of marketers say Marketing Automation software is critical to their goals. Find the right tool for you.

The Buyer's Guide to Marketing Automation

Marketing Automation is a subset of Enterprise Marketing Management. Marketing automation software nurtures leads with relevant content, and then routes prospects to a sales rep at the optimal point in the buying process. Key functionality includes:

- Automated marketing campaigns & click tracking
- Email, landing pages and online registration pages
- Lead scoring, lead nurturing & lead management
- Analytics and reporting

MeridianLink® (NYSE: MLNK) is a leading provider of cloud-based software solutions for financial institutions, including banks, credit unions, mortgage lenders, specialty lending providers and consumer reporting agencies. Headquartered in Costa Mesa, California, MeridianLink provides services to more than 1,900 customers, including a majority of the financial institutions on Forbes’ 2021 lists of America’s Best Credit Unions and Banks. Further information can be found at <a rel="noopener noreferrer" target="_blank" href="https://www.meridianlink.com/">www.meridianlink.com</a>.

MeridianLink

Email & Online Marketing

Using software to manage lists, send emails, automate email campaigns, and track results.

WYSIWYG email editor

Users can create html emails through a drag-and-drop interface, without html coding knowledge.

Dynamic content

Users can tailor email, website or landing page content depending on the viewer or recipient (e.g., email salutations that include the recipient’s name).

Ability to test dynamic content

Users can test dynamic content prior to launching a campaign.

Landing pages

Users can create web pages that are customized to a particular email or campaign. Landing pages often include web forms which can capture visitor information and integrate it back into the MA software.

A/B testing

Users can experiment with different variations of a campaign and measure results. Testable aspects might include subject lines, header images, or landing page copy.

Mobile optimization

Users can easily optimize emails and landing pages for mobile devices.

Email deliverability reporting

The software helps ensure inbox delivery of email campaigns, through features such as deliverability tests, opt-in management, bounce handling, suppression lists, dedicated IP addresses, and delivery monitoring.

List management

This involves creating, filtering, editing, merging and de-duping lists of contacts.

Triggered drip sequences

The software allows users to set up automatic / drip email campaigns triggered by certain events.

Lead Management

The process of tracking and managing prospective customers from lead generation to conversion.

Lead nurturing automation

Users can set up targeted drip email campaigns based on time intervals or prospect behavior, to automate the lead nurturing process and move them further down the sales funnel.

Lead scoring and grading

Users can set up the software to automatically rate leads based on calculations such as buying signals, such as form submissions, or page views, and automatically qualify leads based on demographic factors.

Data quality management

The software helps store, manage, and organize data around each lead, and avoid data problems such as duplicate contacts or non-standard formats.

Automated sales alerts and tasks

The software helps ensure that a sales person is notified of lead activity and can act on the information in a timely fashion.

Lead segmentation and distribution

Facilitates the distribution and assignment of leads to sales representatives or teams, ensuring a fair and efficient allocation of leads for follow-up and conversion.

Campaign Management

Users can schedule campaigns and/or events with reminders, announcements, etc.

Calendaring

The software helps users maintain a calendar of all marketing activities.

Event/webinar marketing

Users can streamline event marketing with features such as personalized invitations, registration, reminders and post-event follow-ups.

Social Media Marketing

Using social media networks to help amplify marketing endeavors.

Social sharing and campaigns

Users can incorporate social share buttons into campaigns to allow recipients to easily share content. Users can track shares as well.

Social profile integration

The software incorporates social profile data and social share histories to enhance segmentation and scoring of contacts.

Reporting & Analytics

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

Dashboards

Users can create, customize and share dashboards, which provide an overview of the most important metrics.

Standard reports

The software offers pre-built reports with metrics standard to the category.

Custom reports

Platform & Infrastructure

Features related to platform-wide settings and structure, such as permissions, languages, integrations, customizations, etc.

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

Role-based workflow & approvals

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Customizability

Users can customize their instance with features like custom fields and custom objects.

Integration with Salesforce.com

The software can integrate with Salesforce.com bi-directionally, allowing for data syncs, activity alerts, campaign triggers, enhanced reporting, and lead assigning.

Integration with Microsoft Dynamics CRM

The software can integrate with Microsoft Dynamics CRM bi-directionally, allowing for data syncs, activity alerts, campaign triggers, enhanced reporting, and lead assigning.

Integration with SugarCRM

The software can integrate with SugarCRM bi-directionally, allowing for data syncs, activity alerts, campaign triggers, enhanced reporting, and lead assigning.

Third-party software integrations

Integration functionality with third-party or in-house systems.

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MeridianLink Engage
Formerly Saylent Engage

Overview

What is MeridianLink Engage?